Financial Advisor Partner

Our solution will help you successfully compete in the growing HSA market. You can take what’s great about your business and expand that with new functionality and new products, all while keeping your brand front and center. You can tap into the rapidly expanding HSA market using our fully integrated account and investment functionality. Our HSA solution includes a banking/trustee partner that gladly remains in the background so you can sell a product that best fits the needs of your clients.

Partner with us to assist your clients with rounding out their healthcare retirement strategy or allow us to provide you with an HSA solution with your brand name on it

The Benefits of Medsurety

  • Single, leading-edge technology platform
  • Supports thousands of plan designs for all CDH accounts
  • Streamlines funding, purchasing and payment processes
  • Seamless end-to-end user experience
  • Self-service through mobile app and multi-account dashboard
  • Custom communications to increase engagement

One robust platform. One seamless experience. All your product and services needs.

To review more details about each Medsurety product, click on them below.

More Resources

Brokers, Look for an HSA Provider Who Does These 4 Things

When securing new employer group clients, a strong HSA vendor can be one of a broker’s greatest allies. Not only can the right vendor make the job easier for both you and the employer, but it can further your reputation, leading to retention and more revenue. The ideal HSA vendor should provide expertise that complements your own in the following ways:

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IRS Announces change to HSA

On Monday, March 5th, 2018 the IRS announced that the previously released maximum family contribution limit to a Health Savings (HSA) has been reduced from $6,900 to $6,850 for 2018.  This change applies immediately and any contribution to an HSA that has family-level...

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Contact A Specialist

MEDSURETY is here to deliver the best consumer directed benefits solution for you and your employees. Contact us to get started today.

 

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